Financial Services Team Lead & Coach

The Western and Southern Life Insurance Company; Cerritos (CA); Sur place; USD 90 000 - 150 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Company pension plan

401(k) match

Long-term incentives

Career development

Résumé du poste

The Western and Southern Life Insurance Company seeks a dynamic Financial Services Staff Manager to lead recruitment, training, and development of financial representatives in California. You will drive performance and build strong client relationships while supporting a comprehensive benefits package and competitive compensation.

The role emphasizes coaching, strategic team growth, and rigorous performance management to help individuals and the agency achieve its sales objectives.

Qualifications

• State Life and Health Insurance license is required.
• Series 6 preferred, and Series 63 where required.
• Minimum of two years of experience in life insurance sales.
• Proven ability to recruit, train, and develop high-performing teams.
• Strong problem-solving and decision-making under pressure.

Responsabilités

• Recruit, develop, and engage your team of financial representatives, driving sales goals.
• Deliver training through ongoing coaching and mentorship to enhance skills.
• Monitor and evaluate performance; provide feedback and improvement plans as needed.
• Develop and maintain strong client relationships and resolve issues to ensure satisfaction.
• Support achievement of sales targets with competitive incentives and rewards.

Connaissances

Leadership

Team management

Coaching

Client relationship management

Problem solving

Formation

State Life & Health Insurance license

Series 6 license

Series 63 license

Description du poste

The Western and Southern Life Insurance Company seeks a dynamic Financial Services Staff Manager to lead recruitment, training, and development of financial representatives in California. You will drive performance and build strong client relationships while supporting a comprehensive benefits package and competitive compensation.

The role emphasizes coaching, strategic team growth, and rigorous performance management to help individuals and the agency achieve its sales objectives.